The Wall Street Skinny
What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
Episodes
194 episodes
194. Michael Burry Accuses Meta + Oracle of AI Accounting Fraud...Legit? Depreciation & Valuation Masterclass
In this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry’s latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conv...
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Season 3
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Episode 68
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35:55
193. Is the AI Bubble about to Burst? Plus: Fed Questions, Crypto Collapse, and 50-Year Mortgages
On this episode, we're talking about AI, the Fed, crypto, and housing --- and how those stories all suddenly collided this week. Nvidia’s huge earnings beat briefly sent markets higher, but the rally fizzled fast as investors grew more anxious ...
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Season 3
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Episode 67
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39:19
192. Distressed Debt 101 with the Private Credit GOAT Michael Gatto
We’re almost 200 episodes in, and we’ve been waiting for the perfect guest to come on to explain distressed debt investing... the wait is over. In this episode, we’re joined by Michael Gatto, who quite literally wrote the book...
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Season 3
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Episode 66
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2:00:28
191. Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets
We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a candid interview with one of our most impressive (yet shockingly down-to-earth) guests to-date: Shane Clifford, C...
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Season 3
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Episode 65
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1:03:16
190. Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference
In this week’s episode, we get into the Fed’s 25 basis point rate cut, Powell’s chaotic press conference before diving into Meta’s creative data center financing which is a lesson on project financing and lease accounting, and finally the growi...
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Season 3
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Episode 64
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54:21
189. Private Equity | Growth Equity Value Creation with Sixth Street's Paul Dodd | Business Operations 101 (Part 2 of 2)
This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our B...
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Season 3
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Episode 63
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1:35:19
188. Why Apollo Was Blacklisted By First Brands, Credit Market Chaos Continued Plus Business Operations 101 (Part 1 of 2)
In this episode, we sit down with Don Kieffer, senior lecturer at MIT Sloan School of Management and co-author of There’s Gotta Be a Better Way, to talk about what actually makes companies run well. Don has spent decades helping organi...
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Season 3
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Episode 62
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1:12:58
187. Breaking Down the Trade That Cost Wall Street a QUARTER BILLION dollars, Plus First Brands Bankruptcy & Gold at Record Highs
This week on The Wall Street Skinny, we kick off discussing gold ripping to record highs and unpack why that’s happening in a still-high-rate world: sticky inflation keeping real yields muted, central-bank buying, safe-haven demand, and a dash ...
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Season 3
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Episode 61
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52:21
186. Quant Investing 101 feat. PGIM’s Head of Quantitative Equity, Stacie Mintz
What does it really mean to be a "quant investor"? How do quantitative strategies fit into a modern portfolio? And what does it take to break into a quant investing career path?In this episode, we sat down with Stacie Mintz, Hea...
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Season 3
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Episode 60
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52:45
185. Largest LBO Ever: EA vs. TXU, What the Govt. Shutdown Means for Markets, & Why We Should Ditch the Fed Funds Rate
Two days into a government shutdown, we break down what it actually means for markets when key data go dark—like today’s missing non-farm payrolls—and how that uncertainty can ricochet through trading desks, air travel, the SEC/IPO pip...
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Season 3
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Episode 59
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56:21
184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?
This week on The Skinny on Wall Street, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to shift public companies from quarterly to semi-annual earnings reporting. We lay ou...
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Season 3
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Episode 58
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43:53
183. Fixed Income Strategy 101 Feat. Morgan Stanley's Global Head Macro Strategy, Matt Hornbach
The day after the FOMC’s first rate cut of 2025, we sat down with Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, to unpack what the decision really meant, and what the markets maybe got wrong on first read. Matt...
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Season 3
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Episode 57
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1:16:17
182. The Fed Cut Rates! Our Real Time Breakdown with Columbia Threadneedle's Global Head of Fixed Income, Gene Tannuzzo
This week on The Wall Street Skinny, we sat down with Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle, right as the Federal Reserve’s latest rate decision hit the wires. We walk through the live market reaction to t...
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Season 3
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Episode 56
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42:06
181. Fox / Murdoch Settlement (aka Real Life Succession), Pre-Fed Jitters and Oracle | The Skinny On LIVE
Kristen and Jen dive into the real-life Succession drama unfolding inside the Murdoch family, breaking down the legal battle over the Fox and News Corp trust that controls the family’s Class B super-voting shares. They explain how Rupe...
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Season 3
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Episode 55
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33:39
180. AROD: From Baseball Legend to NBA Team Owner | Sports, Real Estate and Venture Investing
Alex Rodriguez is not only one of the greatest players in Major League Baseball history, 22 seasons, 14 All-Star selections, and three American League MVP award, but also the founder and CEO of A-Rod Corp. Through A-Rod Corp, he has built a div...
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Season 3
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Episode 54
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1:16:43
179. Portfolio Manager's Playbook: Lessons on Investing from "Moneyball"
In this week’s episode of The Wall Street Skinny, Kristen and Jen return to one of their favorite formats: dissecting the finance lessons hidden inside pop culture. This time, they take on Moneyball, a Michael Lewis classic th...
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Season 3
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Episode 53
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1:29:40
178. Emergency Episode: Is This The End of the Federal Reserve?
In this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire Federal Reserve Governor Lisa Cook over accusations of mortgage fraud. Using this moment as a sp...
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Season 3
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Episode 52
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37:31
177. The Potential Financial Crisis No One is Talking About: Repocalypse 2.0?
In this episode of The Wall Street Skinny, Jen unpacks an overlooked risk brewing beneath the surface of financial markets. Why did Jerome Powell, head of the Fed, deliver such a surprisingly “dovish” speech at Jackson Hole? Jen sugges...
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Season 3
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Episode 51
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43:33
176. Chamath's New SPAC (Detailed Breakdown) Plus Europe’s Yield Curve Warning
This week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in ...
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Season 3
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Episode 50
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49:34
175. Will AI Replace Investment Bankers? What You can do NOW to Protect Yourself
Worried AI will take your Investment Banking job? There's no avoiding AI these days, so how do you understand it, use it to your advantage, and outperform it in Investment Banking and high finance roles?We asked our community for their ...
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Season 3
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Episode 49
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37:01
174. Canaries in the Coal Mine? Perplexity's $34bn bid for Chrome; Fed Cut Fallout, and Private Credit PIK Concerns
This week, Kristen and Jen dive straight into the finance headlines with a M&A story: Perplexity, an AI startup valued at $18 billion, has made a $34 billion all-cash bid for Google Chrome. Kristen unpacks why this is virtually unprecedente...
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Season 3
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Episode 48
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57:37
173. Prof Emily Oster on Good Data, Bad Data, and the Truth About Parenting in High-Stress Careers
In this episode of The Wall Street Skinny, Kristen and Jen sit down with Professor Emily Oster, a Harvard-educated economist with a PhD and a faculty position at Brown University where her studies focus on approaches to finding causality in obs...
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Season 3
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Episode 47
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1:31:45
172. INDUSTRY S3E2 "Smoke and Mirrors” Breakdown | IPO Disasters, Greenshoe and More!
In this episode of the unofficial companion podcast to HBO Max's hit show, Industry, hosts Jen and Kristen dive deep into the financial intricacies and dramatic moments of Season 3, Episode 2 titled 'Smoke and Mirrors.' They kick of...
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Season 3
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Episode 46
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1:43:48
171. INSANE Figma IPO, AI Collusion in Trading, and Could Stablecoins Lower Interest Rates?
This week on The Skinny on Wall Street, Kristen and Jen are back in full swing with a jam-packed episode covering some of the biggest stories in markets and finance. They kick things off by diving deep into the highly anticipated Fi...
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Season 3
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Episode 45
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43:58
170. Meme Stocks, Real Estate News, and ChatGPT's Attempt to Build Financial Models
In this week’s episode of The Skinny on Wall Street, Kristen and Jen break down the latest wave of meme stock mania and what it reveals about market sentiment. They dive into Opendoor and other “DORK” stocks (Krispy Kreme, Opendoor, Ko...
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Season 3
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Episode 44
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1:03:51